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Financial Adviser/ Associate Adviser

Apex Financial Advice
Woolloongabba, QLD
A$90,000-$130,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 5 days ago


Financial Adviser – Full-Time | Brisbane

Join a fast-paced, client-focused financial planning firm with a strong reputation for holistic advice and a supportive team culture.

About Us
We’re a growing financial planning company based in Woolloongabba, offering comprehensive advice across wealth creation, debt management, retirement planning, and more. We proudly specialise in supporting current serving members and Veterans of the Australian Defence Force.

Our environment is dynamic—we typically see 10 new clients per week, alongside plan presentations, ongoing client servicing, training, and more. You’ll be joining a team that values professionalism, autonomy, and continuous development.

What We Offer

A steady stream of new clients

Monthly RDO after probation

Fortnightly pay cycle

Regular team social events

Collaborative and fun workplace culture

Ongoing training and professional development

Supportive admin and paraplanning team

About the Role

We’re looking for a full time Financial Adviser who is passionate about helping clients achieve their financial goals. You’ll work closely with our team to deliver high-quality advice and ensure a seamless client experience.

Key Responsibilities

Attend client meetings and build strong relationships

Develop financial strategies

Collaborate with paraplanners and admin staff

Deliver plan presentations and maintain compliance

Write detailed file notes and stay current with industry knowledge

Provide holistic advice across a range of financial areas

Support team members and contribute to a positive office culture

Work autonomously within standard office hours (8:30am – 5:00pm)

About You

Must meet FASEA education requirements and have passed the FASEA exam

Degree qualified (preferred but not essential)

Current registration on the ASIC Financial Adviser Register

Strong time management and attention to detail

Excellent communication and interpersonal skills

Proficient in Microsoft Office suite

Passionate about finance and client outcomes

We may also consider candidates in their third quarter of the professional year.

Ready to take the next step in your financial advice career?
Apply now and join a team that values your expertise and supports your growth.

*Only Australian Residents with the appropriate rights to work in Australia need apply.

(No Recruitment Agencies or non Australian residents need contact or apply)

Join our team today!

Click the apply button and send us your Resume and Cover Letter


About Apex Financial Advice

Woolloongabba, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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